Work From Home - Client Services Representative

AO Globe Life; Portland (ME); Remote; USD 27,000 - 41,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Advancement based on performance

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Work from home

Job summary

AO Globe Life is seeking a motivated professional for a remote role that offers flexibility and growth. You will conduct virtual consultations, assess client needs, and guide families toward suitable financial solutions from your home office.

Ideal candidates are passionate, driven, and dependable, with strong communication skills and a collaborative mindset. Training and mentorship are provided, along with access to industry-leading tools and weekly pay.

Qualifications

• Excellent communication and interpersonal skills.
• Experience conducting virtual consultations.
• Ability to work from home with a flexible schedule.

Responsibilities

• Conduct virtual consultations with clients.
• Assess clients’ needs and educate on solutions.
• Cultivate lasting client relationships through regular check-ins.
• Complete related administrative tasks (notes, scheduling, etc.).

Skills

Communication skills

Needs assessment

Relationship building

Remote work proficiency

Tools

CRM software

Video conferencing tools

Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

In this role, you will assume a vital position in securing families’ financial well-being..

Typical day-to-day tasks include:

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Incentives include but not limited to:

• No cold calling
• Qualified lead program
• Advancement based on performance
• Weekly pay
• Mentorship and complete training
• Industry leading tools and technology access
• Work from home (web conference-based presentations)

Looking for candidates who hold the below characteristics:

Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible, Trainable.

If you are a hard-working, motivated team player, this may be an opportunity for you!

*All interviews will be conducted via Zoom video conferencing